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Vident Advisory’s Okta OKTA Stock Holding History

Vident Advisory’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.4M Sell
325,137
-11,679
-3% -$1.1M 0.32% 65
2026
Q1 		$26.5M Buy
336,816
+6,999
+2% +$581K 0.23% 86
2025
Q4 		$28.5M Sell
329,817
-55,880
-14% -$4.88M 0.26% 83
2025
Q3 		$35.4M Buy
385,697
+8,026
+2% +$749K 0.34% 63
2025
Q2 		$37.8M Buy
377,671
+112,094
+42% +$12M 0.42% 52
2025
Q1 		$27.9M Buy
265,577
+154,114
+138% +$15.1M 0.41% 53
2024
Q4 		$8.78M Buy
111,463
+23,752
+27% +$1.84M 0.15% 146
2024
Q3 		$6.52M Buy
87,711
+12,946
+17% +$1.13M 0.16% 122
2024
Q2 		$7M Buy
74,765
+18,336
+32% +$1.74M 0.19% 105
2024
Q1 		$5.9M Buy
56,429
+40,973
+265% +$3.78M 0.12% 199
2023
Q4 		$1.4M Buy
15,456
+2,662
+21% +$203K 0.04% 471
2023
Q3 		$1.04M Buy
+12,794
New +$970K 0.03% 496

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vident Advisory's OKTA Position: Q2 2026 in Review

Vident Advisory reduced its Okta (OKTA) stake by 3.5% in Q2 2026, selling an estimated $1.1M and leaving 325,137 shares worth $44.4M. The position accounts for 0.32% of the portfolio, ranked #65.

Vident Advisory first reported a position in OKTA in Q3 2023 and has held it in 12 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Vident Advisory held 325,137 shares of Okta worth $44.4M as of Q2 2026.
  • Vident Advisory sold 11,679 Okta shares in Q2 2026, an estimated $1.1M.
  • Okta made up 0.32% of Vident Advisory's portfolio in Q2 2026, its #65 holding.
  • Vident Advisory first reported a position in Okta in Q3 2023 and has held it in 12 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.